See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,032 | $77,813-4.9% | $123,544-40.1% | $64,186+15.3% |
| Participation rate | 38.2% | 74.7%-36.5pp | 82.3%-44.1pp | 69.6%-31.4pp |
| Annual return | -7.21% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $598 | $3,014-80.2% | $4,628-87.1% | $2,381-74.9% |
| Participant deferral / active EE | $1,359 | $5,240-74.1% | $6,426-78.8% | $3,470-60.8% |
| Admin fee / account holder | $11,745 | $5,519+112.8% | $9,284+26.5% | $4,888+140.3% |